EVGNYSEFiscal year ends October 31
Eaton Vance Short Duration Diversified Income Fund
$10.22+0.05 (+0.49%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
5M
Shares held, 13F filers
Institutional holders
41
2 new, 4 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Sit Fixed Income Advisors Ii LLC /Adv | 784,238 | 5.80% | 13G (passive) amendment | Sep 29, 2026 |
| Sit Investment Associates, Inc. | 693,390 | 5.20% | 13D (active) amendment | Feb 4, 2026 |
| Ameriprise Financial, Inc. | 1,827,591 | 13.60% | 13G (passive) amendment | Jun 30, 2026 |
| Ameriprise Financial Services, LLC | 1,662,358 | 12.40% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EVG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,827,591 | – | $19.77M | +165,233 | 0.00% |
| Sit Investment Associates Inc | 764,074 | – | $8.24K | +1,709 | 0.16% |
| Guggenheim Capital LLC | 347,294 | – | $3.74M | −11,126 | 0.02% |
| Morgan Stanley | 328,108 | – | $3.54M | −28,079 | 0.00% |
| Invesco Ltd. | 228,760 | – | $2.47M | +34,743 | 0.00% |
| Osaic Holdings, Inc. | 173,144 | – | $1.87M | +26,260 | 0.00% |
| First Trust Advisors LP | 130,014 | – | $1.40M | +1,938 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 122,562 | – | $1.32K | +60,865 | 0.00% |
| AE Wealth Management LLC | 120,530 | – | $1.30M | +14,066 | 0.01% |
| Fiera Capital Corp | 115,563 | – | $1.25M | +3,150 | 0.00% |
| Cetera Investment Advisers | 99,269 | – | $1.07M | −23,681 | 0.00% |
| LPL Financial LLC | 85,766 | – | $924.56K | −1,856 | 0.00% |
| Raymond James Financial Inc | 84,720 | – | $913.28K | +60,482 | 0.00% |
| Advisors Asset Management, Inc. | 81,816 | – | $881.98K | −37,464 | 0.01% |
| Equitable Holdings, Inc. | 64,145 | – | $691.49K | +8,564 | 0.00% |
| Shaker Financial Services, LLC | 63,944 | – | $689.32K | −60,369 | 0.22% |
| Royal Bank of Canada | 53,151 | – | $573.00K | +1,400 | 0.00% |
| Wells Fargo & Company/Mn | 50,785 | – | $547.47K | −520 | 0.00% |
| Commonwealth Equity Services, LLC | 36,474 | – | $393.19K | −2,092 | 0.00% |
| Diligent Investors, LLC | 35,597 | – | $383.74K | −3,697 | 0.09% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | 5M | 2 / 20 | 16 / 4 | 0M | 0M |
| Q1 2026 | 44 | 5M | 6 / 16 | 16 / 5 | 0M | 0M |
| Q4 2025 | 43 | 5M | 4 / 17 | 13 / 5 | 0M | 0M |
| Q3 2025 | 44 | 5M | 5 / 19 | 14 / 1 | 0M | 0M |
| Q2 2025 | 42 | 5M | 4 / 19 | 12 / 4 | 1M | 0M |
| Q1 2025 | 42 | 4M | 3 / 18 | 13 / 5 | 0M | 0M |
| Q4 2024 | 45 | 4M | 5 / 17 | 16 / 4 | 0M | 1M |
| Q3 2024 | 44 | 5M | 4 / 17 | 14 / 3 | 1M | 0M |
| Q2 2024 | 43 | 4M | 2 / 14 | 15 / 6 | 0M | 1M |
| Q1 2024 | 47 | 5M | 7 / 15 | 17 / 5 | 1M | 1M |
| Q4 2023 | 45 | 5M | 4 / 12 | 19 / 4 | 1M | 0M |
| Q3 2023 | 45 | 4M | 3 / 17 | 17 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EVG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco CEF Income Composite ETF | 128,123 | – | $1.40M | 0.17% | May 31, 2026 |
| First Trust Income Opportunities ETF | 59,374 | – | $647.77K | 0.82% | May 31, 2026 |
| Calamos CEF Income & Arbitrage ETF | 34,207 | – | $359.52K | 1.06% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Peter Campo | – | – | Jan 23, 2026 |
| Catherine McDermott | – | – | Jan 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Eric Stein President | Oct 31, 2022 | Other | +28.93 | – | – | 292 |
| Eric Stein President | Oct 31, 2021 | Other | +18.8 | – | – | 263 |
| Eric Stein President | Oct 30, 2020 | Other | +19.03 | – | – | 244 |
| Eric Stein – | Oct 31, 2019 | Other | +13.94 | – | – | 225 |
| Eric Stein – | Oct 31, 2018 | Other | +11.96 | – | – | 211 |
| Scott H. Page – | Feb 6, 2018 | Buy | +10,000 | $13.79 | $137.90K | 10,000 |
| Eric Stein – | Oct 31, 2017 | Other | +18.32 | – | – | 199 |
| Mark S. Venezia Vice President | May 10, 2010 | Other | −2,327 | $17.18 | $39.98K | 8,100 |
| Mark S. Venezia Vice President | May 10, 2010 | Other | −5,400 | $17.23 | $93.04K | 0 |
| Mark S. Venezia Vice President | May 10, 2010 | Other | −300 | $17.20 | $5.16K | 12,200 |
| Mark S. Venezia Vice President | May 10, 2010 | Other | −1,773 | $17.16 | $30.42K | 10,427 |
| Mark S. Venezia Vice President | May 10, 2010 | Other | −2,700 | $17.23 | $46.52K | 5,400 |
| Mark S. Venezia Vice President | Aug 16, 2007 | Buy | +700 | $14.78 | $10.35K | 4,000 |
| Mark S. Venezia Vice President | Aug 16, 2007 | Buy | +100 | $14.82 | $1.48K | 6,000 |
| Mark S. Venezia Vice President | Aug 16, 2007 | Buy | +900 | $14.84 | $13.36K | 5,900 |
| Mark S. Venezia Vice President | Aug 16, 2007 | Buy | +1,000 | $14.80 | $14.80K | 5,000 |
| Mark S. Venezia Vice President | Aug 16, 2007 | Buy | +1,000 | $14.86 | $14.86K | 7,000 |
| Mark S. Venezia Vice President | Aug 16, 2007 | Buy | +1,300 | $14.85 | $19.31K | 3,300 |
| Mark S. Venezia Vice President | Aug 16, 2007 | Buy | +1,000 | $14.88 | $14.88K | 2,000 |
| Mark S. Venezia Vice President | Aug 16, 2007 | Buy | +1,000 | $14.93 | $14.93K | 1,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.